Posts by Barbara

Daily Money Managers: A helping hand with bill paying and financial matters

“When should I contact a daily money manager to help pay overdue bills or organize financial paperwork?” is a question I’ve been asked by potential clients and family members as well as other professionals.   My answer is whenever the individual and/or their family feel they want assistance in handling the finances for either themselves or a loved one.   If there are questions and/or concerns, they can request a free  60 minute consultation where we can discuss whether daily money management services would
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Money Matters: Money Smart Week 2017

Money Smart Week was created in 2002 by the Federal Reserve Board of Chicago. It is a public awareness campaign to help consumers better manage their personal finances. Below is a short video about Money Smart Week 2017.   I have been involved with the Money Smart Week campaign for the past 4 years and believe it is important for all of us to be knowledgeable about our finances!    In my work as a daily money manager, I
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Back to Basics: What is Daily Money Management?

It seems like yesterday that I started Mary’s Daughter, but it has actually been over 5 years! What an amazing journey it has been!  Some people are unclear what I do as a daily money manager. so I thought it was time to “get back to basics” and explain how I serve the seniors and veterans who are my clients.     I help seniors and veterans with bill paying, opening and sorting mail, reviewing financial statements and organizing important medical and financial
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5 Tips for Self-Care Over the Holiday Season

  Over the next month or so, many people will be traveling to visit relatives and friends or hosting  family holiday gatherings in their own homes.   It is a very busy time of year and people often talk about feeling “stressed, frazzled and overwhelmed” due to the many demands on their time as well as finances.   Caregivers of aging parents are at great risk for experiencing additional stress during the holidays as there are more demands
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Money Does Matter but People Matter More

  A few years ago at a networking event, I was encouraged to create a tagline for my business. Being a concrete thinker, I came up with “a Daily Money Manager for seniors and veterans” and “Helping older adults and veterans with their money”.  There were a few others that I can’t even remember, which is probably a good thing!   However, there was one I really liked which was created by my fellow DMM colleague and friend, Judy Fowler. Her tagline is
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Here are 5 Frequently Asked Questions (FAQ) about Mary’s Daughter and Daily Money Management

In celebration of the 5th year anniversary of Mary’s Daughter on August 1st, I’d like to share 5 questions that people have most often asked me.  I hope this provides some answers for those of you who are unfamiliar with Daily Money Management services and helps to clarify how I work with clients. So let’s get started… What exactly is a Daily Money manager and what do you do? Daily money managers (DMMs) are professionals who provide
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